Experienced Paraplanner

Paraplanner

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees 126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments : Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!

About the Role

Level : 3

Department : Quilter Financial Advisers - National

Location : Remote

Contract : Permanent

As a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.

• Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
• Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
• Use research tools to analyse data and provide solutions to meet clients' needs and objectives.
• Evidence reports to support research undertaken.
• Liaise with providers to obtain information.
• Manage central data systems and trackers.
• Embrace digital ways of working and enhance efficiencies.
• Work with the wider QFA team to contribute to Quilter's strategic priorities.

Regulatory obligations

Whilst this isn't a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by :

About You

Key Essential Experience, Skills, and Knowledge for a Paraplanner :

Must-Have Behaviours and Competencies :

Professional Qualifications :

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing : We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious : We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge : We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together : Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday : 182 hours (26 days)

Quilter Incentive Scheme : All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme : A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance : Single cover as standard with options to increase cover to include your partner or children.

Life Assurance : 4x your salary.

Income Protection : 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan : Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.